Help Center

Zoho CRM Contacts and Leads to Marketing Automation Flow

Zoho_CRM_to_Marketing_Automation_Lead_and_Contact_Flow___Creately.png

Hello there!

Using Zoho CRM for SyncApps integration and need to know the flow of the records? Here's a quick guide.

Let's take a look!

The selected Object/Module type is what SyncApps will be syncing.

If you have selected "Contacts", only the Contact type of records will be synced to your Marketing Automation Master List/Audience.

If wanting to sync Leads, you'll need to set up another Sync Profile as you are only allowed to select 1 Object Type per Sync Profile. ( For Free Plan, options are to purchase our Additional 2 Sync Profiles OR upgrade to one of our paid plans to grab more Sync Profiles + features)

For this use case, we'll use "Contacts" as the Object/Module Type.

Flow: Zoho CRM to Marketing Automation

john@xyzdomain.com, which is under your Contacts in Zoho CRM, together with the basic fields such as Email address, First Name, Last Name, and Phone number, will be synced to Marketing Automation's specified Master List/ Main List/Audience in Step 2 of the Sync Profile, if the record does not exist at the time of syncing.

SyncApps uses the standard email address, so if a record does not contain one, SyncApps will ignore that record and will not be synced to your Marketing Automation Software.

Flow: Marketing Automation to Zoho CRM CRM

Both new record(s) and existing ones that belong to your Master List/ Main List/Audience will be synced to Zoho CRM.

If you have pre-existing record(s) in your Marketing Automation's Master List/Audience, SyncApps will sync them to Zoho CRM by default. However, if you would like to have field mapping from existing records in Marketing Automation to update Zoho CRM, you will need to make sure to have the Field Mapping enabled and set the mapping of the fields.

Syncing Zoho CRM Campaign(s) and List View(s) to Marketing Automation

Zoho-CRM-to-Marketing-Automation-to-list-group-or-tags-Creately.png

In Step 1 of the Sync Profile, when you selected specific CRM Campaign(s)List / View(s) or select "All Active Campaigns", each of them will be segmented into different email lists(s), Group(s) or Tag(s) under the specified Main List/ Audience in Step 2 of the Sync Profile.

Check out here for more information.

Be sure to check out our subscriber's story here on how SyncApps helped them save 100s of hours per year.

generic-subscriber.png

If you encounter any issues just shoot a note to our 24/7 Support Team.

Have more questions? Submit a request

Comments

Cazoomi Resources